Download an analytics report as a PDF or CSV, or have CoSchedule email it on a schedule. Available on Starter, Professional and Suite.
Export a report as a PDF or CSV
- From your calendar, click Analytics in the sidebar menu.
- Open the report you want to export.
- Click Share in the upper-right corner.
- Choose Export PDF or Export CSV.
A copy of the report downloads to your computer. The options in the Share menu depend on the report (table below).
What each report can export
Report | Export PDF | Export CSV | Schedule Report |
|---|---|---|---|
Social Engagement Report | Yes | Yes | Yes |
Social Campaign Report | Yes | Yes | Yes |
Social Profile Reports (each network) | Yes | Yes | Yes |
Team Performance Report | Yes | Yes | Yes |
Marketing Campaign Report | Yes | Yes | Yes |
AI Insights dashboards | Yes | Yes | Yes |
An AI Insights chart (from Insights Assistant) | Once the chart exists | Yes | Once the chart exists |
Project Report | No | Yes | Yes |
Schedule a report by email
- Open the report you want to send.
- Click Share.
- Choose Schedule Report.
- In the Email Subject box, type a subject for the email.
- Choose how often to send the report: weekly, monthly or quarterly.
- In the Recipient Email Address box, type an email address.
- To add more people, click Add Recipient.
- Click Save.
Scheduled reports arrive on the first day of the following week, month or quarter. A scheduled Project Report arrives as an attached CSV file.
Change or delete a scheduled report
- Open a report.
- Click Share.
- Choose Manage Scheduled Reports. This opens Settings > Analytics. You see this option only if you have permission to change settings.
- To edit a scheduled report, hover over it and click the Pencil icon.
- To add a recipient, click Add New Email.
- To delete a scheduled report, hover over it and click x.
Add your logo and company name
On Professional and Suite, you can brand your reports. In Settings > Analytics, upload your company logo and add your company name for your reports. To brand reports for a client, see Add client branding to reports and read-only calendars.
If a scheduled report doesn't arrive
- In Settings > Analytics, check that the recipient's email address is correct.
- Check the recipient's spam or junk folder.
- If it still hasn't arrived, contact support and include the report's name.
Other things you can export
- Calendar views: in a calendar view's share menu, click Download PDF. In Table view (Suite), the menu shows Download CSV instead. See Use Table View.
- A live view to share: a read-only link shows your calendar without exporting anything (Professional and Suite). See Share a read-only view of your calendar.
- Files: on Suite, download them from Assets. See Share or download files from Assets.
There's no full export or backup of your whole account. The free plan doesn't include exports.
If you plan to cancel, export any reports you want to keep first.